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Bank of New York Mellon
BK

Overview Fund Activity

1,063 hedge funds and large institutions have $42.9B invested in Bank of New York Mellon in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 442 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-15
Holders Change %
-1.39%
% of All Funds
24.34%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.55%
New
61
Increased
316
Reduced
442
Closed
69
Calls
$118M
Puts
$177M
Net Calls
-$58.9M
Net Calls Change
+$1.67M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$665M
2
NEAM
New England Asset Management
Connecticut
+$564M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$515M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
VVP
Vulcan Value Partners
Alabama
+$76.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
3
BlackRock
BlackRock
New York
-$170M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$142M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
551
Cadinha & Co
Hawaii
$992K – – –
Lazard Asset Management
552
Lazard Asset Management
New York
$988K +$869K +17,036 +727%
EIA
553
Edgemoor Investment Advisors
Maryland
$974K – – –
NA
554
NewEdge Advisors
Louisiana
$968K +$176K +3,455 +22%
SWP
555
Strategic Wealth Partners
Ohio
$963K +$74.3K +1,457 +8%
GFA
556
Gifford Fong Associates
California
$962K – – –
HPC
557
HM Payson & Co
Maine
$937K -$78.5K -1,540 -8%
BEAM
558
Baker Ellis Asset Management
Washington
$934K -$64K -1,254 -6%
ARMC
559
American Research & Management Company
Massachusetts
$934K – – –
QI
560
QS Investors
New York
$931K -$93.9K -1,840 -9%
RP
561
Rice Partnership
Hawaii
$928K -$500K -9,814 -35%
SCM
562
Schnieders Capital Management
California
$901K -$158K -3,100 -15%
FNBT
563
FineMark National Bank & Trust
Florida
$898K -$149K -2,933 -14%
IRF
564
IBM Retirement Fund
New York
$890K -$143K -2,813 -14%
FIM
565
Freedom Investment Management
Connecticut
$887K -$571K -10,903 -39%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$886K -$84.4K -1,656 -9%
WC
567
Whitnell & Co
Illinois
$886K – – –
TA
568
Townsend & Associates
Colorado
$885K +$199K +3,895 +29%
SW
569
SVB Wealth
Massachusetts
$883K +$2.65K +52 +0.3%
HNB
570
Huntington National Bank
Ohio
$882K -$12.3K -241 -1%
1IA
571
1834 Investment Advisors
Wisconsin
$877K – – –
WA
572
WealthTrust Axiom
Pennsylvania
$873K +$25.5K +500 +3%
DWA
573
Douglass Winthrop Advisors
New York
$867K -$168K -3,286 -16%
AIP
574
Ameritas Investment Partners
Nebraska
$862K -$104K -2,033 -11%
HTI
575
Hikari Tsushin Inc
Japan
$861K +$861K +16,880 New
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